浙海德曼: 民生证券股份有限公司关于浙江海德曼智能装备股份有限公司2025年半年度持续督导跟踪报告

Group 1 - The company Zhejiang Haideman Intelligent Equipment Co., Ltd. has completed its initial public offering (IPO) on the Sci-Tech Innovation Board, raising a net amount of RMB 38,194.63 million after deducting issuance costs [1] - The company has also received approval for a specific issuance of shares, raising a total of RMB 138,420,008.91, with a net amount of RMB 135,817,370.94 after costs [1][22] - The company is under continuous supervision by Minsheng Securities, with the supervision period lasting until December 31, 2026 [2] Group 2 - In the first half of 2025, the company reported a revenue of RMB 362,187,384.69, a decrease of 3.09% compared to the same period in 2024 [15] - The net profit attributable to shareholders decreased by 54.16%, primarily due to a decline in sales gross margin [17] - The company's total assets as of June 30, 2025, were RMB 1,643,885,145.80, reflecting a decrease of 1.40% from December 31, 2024 [16] Group 3 - The company operates in a highly competitive market for CNC machine tools, facing pressure from both domestic and international competitors [9][10] - The company emphasizes the importance of maintaining a stable technical workforce to sustain its competitive edge in technology [10] - The company has reported that its core technologies include spindle technology, servo turret technology, and servo tailstock technology, which are crucial for high-end CNC machine tools [17] Group 4 - The company has established a dedicated account for the management of raised funds, ensuring compliance with relevant regulations [19][25] - As of June 30, 2025, the balance of the raised funds was RMB 4.13 million, indicating proper management and allocation of resources [20] - The company has not encountered any significant violations or issues regarding the use of raised funds [25]